Ed K. March
Chief Operating Officer, Head Trader, Municipal Principal and Options Principal
Year joined Wellington Shields: 2011
Edward K. March is the Chief Operating Officer of Wellington Shields & Co. LLC (2018). Additionally, he is Head Trader and is the firm’s Municipal Principal and Options Principal. Ed joined Wellington Shields as a Senior Vice President after closing his own firm Midwood Securities, Inc. in 2011 and was named Head Trader in August 2012.
Previous Experience/Career Highlights:
Ed joined Midwood Securities in 1995 and was the President from 2005 until 2011 and Chief Executive Officer from 2008 until 2011. He supervised all trading activity and was in charge of the firm’s information technology and communications systems. He oversaw the daily activity on the firm’s trading desks in New York City and in Freehold, New Jersey, and managed both individual client relationships and the firm’s overall sales & marketing efforts. Under Ed’s stewardship, Midwood’s equity execution performance had consistently been at the top of its peer list, as measured by Elkins/McSherry Co., a highly regarded trading-cost consultant. The results mirrored Ed’s philosophy of building long-term relationships and serving institutional investors with independent guidance, integrity, confidentiality, reliability, and quality.
Previously, he was with Tucker Anthony, Inc. in Municipal Syndicate. Ed began his career on Wall Street as an Intern at Shearson Lehman/American Express.
Education and Certifications:
- Lafayette College, BA – Economics, Russian Studies minor
- Securities Industry Institute at Wharton School of Business
- FINRA Licenses: Series 4, 7, 24, 53, 57, 63, 87, 99
Other Interests and/or Affiliations:
Ed is a member of the Securities Traders Association of New York (STANY) and currently serves on several FINRA Content committees. He is a past member of SIFMA’s Trading Committee and SIFMA’s Institutional Brokerage Committee.
He resides in New Jersey with his wife and daughter, where they are active members of their church. In his free time he enjoys reading, bicycling and weightlifting.